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A letter of instruction is a document that lists all relevant financial information that your family members or executor need if something happens to you. It also lists contact information for important people in your financial life.
Here are six steps to write a letter of instruction: Create a header. Before you write the content of the letter, create a header at the top left-hand corner of the document. ... Address the reader. ... Explain the project or task. ... List each step. ... Conclude your letter. ... Revise the document.
A good letter of instruction should contain the following information: A complete list of all assets. The whereabouts of any tangible assets that are not readily accessible. Necessary information about all liquid assets, including bank, brokerage, retirement, and investment accounts.
How to write a good set of instructions Start all instruction writing pieces with a clear title and brief introduction. List the equipment/materials the reader will need underneath the title. Order each instruction, step by step, using numbers. Ensure that each step follows a logical sequence.
How to write a letter of instruction Create a header. Before you write the content of the letter, create a header at the top left-hand corner of the document. ... Address the reader. ... Explain the project or task. ... List each step. ... Conclude your letter. ... Revise the document.